Client Team Associate, Wealth Management

Rothschild & Co is a leading global financial services group with a history of over 200 years. We are looking for an experienced Analyst / junior Associate to support Client Advisers in our Wealth Management division.

Requirements

• Coordination & production of portfolio reviews, investment proposals and other communications for clients / potential clients.
• Preparation of bespoke analysis for specific client situations.
• Pro-active monitoring and review of client portfolios, including: consideration of risk tolerance, tax, appropriateness of positions, missing opportunities, etc.
• Liaising with the investment team regarding investment recommendations and implementation.
• Co-ordination of new account openings – working with client advisers, client team analysts, client service executives and compliance/account opening team.
• Collating data and information for senior team members on markets and portfolios.
• Identifying opportunities for developing new clients for the team
• Ongoing communication and engagement with clients to understand any changes in circumstances and handling any queries.
• Proactively engaging with colleagues across the division where appropriate.